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iShares MBS ETF
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Overview Fund Activity

688 hedge funds and large institutions have $22.4B invested in iShares MBS ETF in 2020 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 307 increasing their positions, 136 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+116
Holders Change %
+20.28%
% of All Funds
12.21%
Holding in Top 10
75
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.05%
% of All Funds
1.33%
New
176
Increased
307
Reduced
136
Closed
51
Calls
$2.94M
Puts
$54.5M
Net Calls
-$51.6M
Net Calls Change
+$58.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.78B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.33B
3
Bank of America
Bank of America
North Carolina
$6.45B
4
LPL Financial
LPL Financial
California
$428M
5
Osaic Holdings
Osaic Holdings
Arizona
$118M

Top Sellers

1
Jane Street
Jane Street
New York
$18.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
3
ERSOT
Employees Retirement System of Texas
Texas
$75.2M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$50M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
676
HHM Wealth Advisors
Tennessee
$4K – – –
PWA
677
Phoenix Wealth Advisors
North Carolina
$4K +$4K +33 New
MIM
678
MTM Investment Management
South Carolina
$4K +$4K +38 New
JFA
679
JNBA Financial Advisors
Minnesota
$3K – – –
BL
680
Balentine LLC
Georgia
$3K – – –
First Manhattan
681
First Manhattan
New York
$3K – – –
IF
682
Ironwood Financial
Arizona
$3K – – –
PWPS
683
Pinnacle Wealth Planning Services
Ohio
$3K +$3K +30 New
EW
684
Element Wealth
Mississippi
$2K +$2K +22 New
GWMIA
685
Global Wealth Management Investment Advisory
Florida
$1K – – –
CH
686
Canton Hathaway
Rhode Island
$1K +$1K +10 New
MHR
687
Matthew Hamilton Rosenberg
$1K +$1K +13 New
NDSI
688
Newman Dignan & Sheerar Inc
Rhode Island
$369 +$1 +13 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
689
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$29.8M -270,000 Closed
SG Americas Securities
690
SG Americas Securities
New York
– -$19.5M -176,400 Closed
MWM
691
Merriman Wealth Management
Washington
– -$7.13M -64,565 Closed
Sumitomo Mitsui Trust Group
692
Sumitomo Mitsui Trust Group
Japan
– -$6.99M -63,295 Closed
PWAG
693
Polaris Wealth Advisory Group
California
– -$5.29M -48,055 Closed
CC
694
Copperleaf Capital
North Carolina
– -$4.4M -39,893 Closed
RAM
695
Riggs Asset Management
Pennsylvania
– -$2.66M -24,135 Closed
PWA
696
Physician Wealth Advisors
Utah
– -$2.02M -18,312 Closed
TD Asset Management
697
TD Asset Management
Ontario, Canada
– -$1.33M -12,000 Closed
CP
698
Camelot Portfolios
Ohio
– -$1.08M -9,807 Closed
Susquehanna International Group
699
Susquehanna International Group
Pennsylvania
– -$1.02M -9,260 Closed
ACP
700
Aveo Capital Partners
Colorado
– -$763K -6,910 Closed
26 27
28
29 30